Join Tru Cooperative Bank as a Member Advisor in Penticton and play a vital role in enhancing member experiences. Support everyday banking needs by fostering relationships and providing accurate advice.
As a Member Advisor, you will work directly with members to understand their financial situations and offer personalized solutions. Your role includes processing various transactions while promoting digital banking services effectively. Collaboration with team members and meeting branch goals will empower your career growth in financial services.
Key Responsibilities:
• Identify member needs based on life stage and circumstances
• Facilitate account openings and process transactions
• Encourage members to utilize digital banking channels
• Support branch campaigns and cross-sell opportunities
• Remain updated on industry trends and best practices
Requirements:
• Required High School Diploma or equivalent experience
• 2 years experience in retail or customer service
• Strong ability to build member relationships
• Flexibility and positivity in a busy setting
• Proficient in computer software usage
Leverage your financial advisory skills and customer service expertise to thrive as a Member Advisor at Tru Cooperative Bank in Penticton.
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📌 Tru Cooperative Member Advisor Role (British Columbia)
🏢 Valley First
📍 British Columbia
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